BKCH vs AFDM overlap
BKCH and AFDM overlap 0.0% by weight, across 0 shared holdings.
Pick 2 to 4 ETFs.
These funds report on different dates (BKCH: May 31, 2026, AFDM: July 31, 2026), so market moves and index changes between those dates lower the number. Funds tracking the same index can read well below their true overlap.
Top shared holdings
These funds hold nothing in common.
Overlap by weight adds up the smaller weight of each holding the funds share, so 100% means identical portfolios. Long securities only: derivatives and cash vehicles are left out. Sources: BKCH, SEC Form N-PORT, May 31, 2026; AFDM, SEC Form N-PORT, July 31, 2026.
Largest institutions holding both
| Firm | BKCH | AFDM |
|---|---|---|
| Morgan Stanley | $1.0M | $31.5M |
| Cetera Investment Advisers | $4.3M | $17.7M |
| Envestnet Asset Management Inc. | $1.3M | $14.9M |
| LPL Financial LLC | $7.1M | $1.6M |
| Royal Bank of Canada | $27K | $4.2M |
| UBS Group AG | $296K | $3.6M |
| Jane Street Group, LLC | $1.1M | $2.0M |
| Stifel Financial Corp. | $1.6M | $347K |
| Rockefeller Capital Management L.P. | $394K | $27K |
| Osaic Holdings, Inc. | $26K | $279K |
| GAMMA Investing LLC | $449 | $302K |
| PNC Financial Services Group, Inc. | $141K | $134 |
| Harbour Investments, Inc. | $7K | $82K |
| Arax Advisory Partners | $59K | $11K |
| Bank of Montreal | $20K | $37K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: BKCH institutional holders, AFDM institutional holders.
Frequently asked questions
How much do BKCH and AFDM overlap?
0.0% by weight, with 0 holdings in common, using holdings for BKCH as of May 31, 2026 and AFDM as of July 31, 2026.
Do institutions hold both BKCH and AFDM?
18 Form 13F filers report positions in both, out of 103 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.